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Parametric Tax-managed International Equity Fund Investor Class (0P00002UMZ)

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Parametric Tax-Managed International Equity Fund I historical data, for real-time data please try another search
12.442 +0.002    +0.02%
19/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 18.02M
Parametric Tax-Managed International Equity Fund I 12.442 +0.002 +0.02%

0P00002UMZ Overview

 
On this page you'll find an in-depth profile of Parametric Tax-managed International Equity Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of 0P00002UMZ among other information.
Category

Foreign Large Blend

Total Assets

18.02M

Expenses

1.05%

Inception Date

Apr 22, 1998

Contact Information

Address Two International Place
Boston,MA 02110
United States
Phone +1 8008362414

Top Executives

Name Title Since Until
Jennifer Mihara - 2024 2024
Biography Jennifer is responsible for portfolio management with the Private Client Direct Portfolio Management Team, and was previously a portfolio manager in the Centralized Portfolio Management Group. Prior to joining Parametric in 2005, Jennifer was an Investment Associate at Merrill Lynch for five years where she specialized in financial planning and portfolio construction. She earned a BA in economics and a minor in mathematics from Colgate University.
Jennifer Sireklove Managing Director, Investment Strategy 2019 2024
Biography Jennifer leads the Investment Strategy Team at Parametric, which is responsible for all aspects of Parametric’s equity-based investment strategies. In addition, she has direct investment responsibility for Parametric’s Emerging Markets and International Equity Strategies and chairs Parametric’s Stewardship Committee. Previously she helped build Parametric’s active ownership and custom ESG portfolio construction practices. Prior to joining Parametric in 2013, she worked in equity research, primarily covering the energy, utility, and industrial sectors at firms including D.A. Davidson and McAdams Wright Ragen. Jennifer earned an MBA in finance and accounting from the University of Chicago and a BA in economics from Reed College. A CFA charterholder since 2006, Jennifer is a member of the CFA Society of Seattle.
Paul W. Bouchey Global Head of Research 2014 2024
Biography Paul leads Parametric’s research and development activities across all strategies. He has authored numerous academic and practitioner articles in publications such as the Journal of Portfolio Management, the Journal of Wealth Management, and the Journal of Index Investing. Paul earned a BA in mathematics and physics from Whitman College and an MS in computational finance and risk management from the University of Washington. A CFA charterholder, he is a member of the CFA Society of Seattle.
Thomas C. Seto Head of Investment Management 2012 2024
Biography Thomas is responsible for all portfolio management and trading related to our equity strategies. Prior to joining Parametric in 1998, Thomas served as the head of US Equity Index investments at Barclays Global Investors. He earned an MBA in finance from the University of Chicago Booth School of Business and a BS in electrical engineering from the University of Washington.
Timothy W. Atwill Head 2016 2019
Biography Timothy Atwill, PhD, CFA, Head of Investment Strategy, Seattle Investment Center. Mr. Atwill leads the Investment Strategy team at Parametric, which is responsible for all aspects of Parametric’s investment strategies. In addition, he holds investment responsibilities for Parametric’s emerging market and international equity strategies, as well as shared responsibility for the firm’s commodity strategy. Prior to his current role, Timothy worked at Russell Investments in their manager research unit, and in their trading group, implementing derivative strategies for institutional clients. Prior to his time at Russell, he worked as a non-life actuary and derivatives portfolio manager at Safeco Insurance Company. Tim holds a PhD in Mathematics from Dartmouth College, as well as a BA in Mathematics from Reed College, and has been a CFA Charterholder since 2003.
David M. Stein CIO (Chief Investment Officer) 2012 2015
Biography Mr. Stein leads Parametric's Investment, Research and Technology activities. David’s experience in the investment industry dates back to 1987. Prior to joining Parametric in 1996, he held senior research, development and portfolio management positions at GTE Investment Management Corp., The Vanguard Group, and IBM Retirement Funds. He has additional experience as a Research Scientist with IBM Research Laboratories where he designed computer hardware and software systems.
Edward R. Allen Founder 2004 2012
Biography Mr. Edward Allen is a Co-Founder and serves as Senior Partner & Investment and Management Committee Member at Eagle Global Advisors. In addition to being a co-manager of the Eagle MLP Strategy Fund, he is a Portfolio Manager for a variety of institutional and high net worth clients. Eddie is a co-creator of many of the portfolio strategies and proprietary investment management tools of the firm. Eddie received a Ph.D. in Economics from the University of Chicago and his B.S.E. in Engineering from Princeton University. Eddie holds the Chartered Financial Analyst (CFA) designation and is also a member of the Houston CFA Society. He currently serves as the Chair of the Asia Society Texas Center and is on the board of the Menil Collection.
Thomas N. Hunt Senior Partner 2004 2012
Biography Mr. Thomas Hunt is a Co-Founder and serves as Senior Partner & Co-Chairman of Domestic Investment Committee at Eagle Global Advisors. He is also a member of the other investment committees of the firm. He is also a Portfolio Manager for a variety of institutional and high net worth clients. Prior to founding Eagle, Thomas was employed by Eagle Management & Trust Company. Thomas also worked for the public accounting firm of Ernst & Young. He earned bachelor's degrees from the Business Honors Program and Accounting from the University of Texas and an MBA from the Harvard Business School. Thomas holds the Chartered Financial Analyst and Certified Public Accountant designations and is also a member of the CFA Institute, the CFA Society of Houston, and the Texas Society of Certified Public Accountants. Thomas also serves as a board member of the Episcopal High School Dad's Club and Fitness Committee of Houston Country Club.
Kiersten Christensen - 2002 2004
Biography Christensen is a portfolio manager with Lloyd George Investment Management.
Armin J. Lang vice president and Portfolio Manager 1998 2002
Biography Lang is a vice president and portfolio manager with Eaton Vance Management, his employer since March 1998. Prior to joining the firm, he was an international equity portfolio manager and quantitative strategist at Standish, Ayer & Wood from 1994 to 1998 and a senior portfolio manager and head of the international asset allocation group at Commerzbank Investment Management in Frankfurt, Germany.
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